Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Self Improvement 3/12/2019

3 Public Speaking Tips for Connecting with Listeners

Public speaking is an essential part of the client-interfacing process, especially when serious networking or sales are involved. Here are a few ti...

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Sales Development 3/12/2019

4 Easy Ways to Show the Value You Bring to Clients

Showing your unique value to a client doesn't necessarily mean you have to spend your hard-earned money.

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Financial Advising 3/7/2019

What is My Investment Risk Profile?

Choosing investments can be an intimidating prospect. After all, how can you discern which funds are the best fit for you and your short and long-t...

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Government 3/6/2019

The Fed’s Balance Sheet Unwind - What Is It and What Does It Mean?

In his Tuesday, February 26, 2019 semiannual testimony on the state of monetary policy, Federal Reserve Chairman Jerome Powell told a Senate commit...

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About Us 3/5/2019

What is The Dunham Mutual Fund Difference?

Large companies can leave financial advisers looking for a more personal touch. Dunham works diligently to provide key differences in service that ...

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Market Opinion 2/28/2019

Video: Remaining Hopeful in a Bear Market

While no two markets are the same and past performance is never an indication of future results, historical evidence, as well as academic research,...

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Client Retention 2/24/2019

Building Trust with Clients: 3 Techniques

No matter what side of the service provider/client relationship you're on, cultivating trust in the workplace is an essential part of keeping workf...

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